IntroductionHost: Bob Mangold, the Listing Coach.Podcast: If You List, You Last.Purpose: Share strategies for building a better real estate business.Highlight: Introduction of the EquityMAX Annual Review Strategy as a New Year’s gift to agents.Reminder: Join the Real Estate Asset Advisor Facebook group and connect at www.bobmangold.com.Overview of EquityMAX Annual Review StrategyWhat is EquityMAX?Proprietary software and process for debt elimination.Helps clients pay off personal debts and mortgages in 7-10 years.Redirects previous debt payments toward retirement savings.Goal: Debt-free clients with $1M in cash over 30 years.Why Use This Strategy?Positions agents as trusted advisors.Potential to generate more clients in January than the rest of the year.Focuses on managing clients' primary asset—their home.Builds long-term relationships and generates referrals.Implementation StepsSchedule 25 In-Person MeetingsTarget: Hot leads, past clients, sphere of influence, referral partners.Focus on discussing debt elimination, asset management, and financial planning.Approach Clients as Trusted AdvisorsSimilar to CPAs or financial planners managing portfolios.Provide expertise on debt management and home value growth.Position as a long-term partner in financial success.Build Relationships and ReferralsExample questions:“Who do you know that wants to be debt-free in 7-10 years?”Provide free planning sessions for referred clients.Encourage clients to text referrals on your behalf.Execution DetailsConversation Framework:Annual review of debt, cash flow, home value, and credit score.Create urgency by offering limited appointment slots.Reassure clients even if they haven’t implemented the previous year’s plan.Data Gathering for Meetings:Request:Free credit reports (or perform a soft pull).Last mortgage statement.Homeowner’s insurance declaration page.Property tax bills.Identify opportunities for savings (e.g., refinancing, insurance quotes).Analysis:Determine current home value, equity growth, and debt reduction.Discuss long-term equity and opportunities for leveraging it (e.g., upgrades, new homes, investments).Impact and BenefitsClient Benefits:Save hundreds of thousands in interest payments.Build equity faster and achieve financial goals.Agent Benefits:Generate additional transactions and referrals.Establish a pipeline of future clients.Enhance reputation as a knowledgeable, trusted advisor.Examples and Case StudiesScenario 1:Clients reduced debt from $58K to $20K and gained unexpected equity.Refinancing converted non-tax-deductible debt into deductible mortgage debt, saving $1,400/month.Scenario 2:AnnuJoin our Facebook Group at: https://www.facebook.com/groups/realestateassetadvisorsVisit our website to watch replays of our Wednesday "Elevate Business Briefings" at: www.RealEstateAssetAdvisors.orgDownload a copy of my book, "If you list, you last!" at www.IfYouListYouLast.com

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